Snr Financial Planning Assistant

An exciting opportunity has arisen for an experienced Senior Financial Planner Assistant to join a reputable and forward-thinking financial services firm in Norwich.

Renowned for its open, friendly culture and focus on employee development, this business offers a supportive environment where every team member is encouraged to thrive. You'll work alongside a Senior Financial Planner, providing expert support across wealth and protection, while guiding and mentoring junior colleagues as their first point of contact for complex queries.

The day-to-day

• Provide comprehensive administrative support to an Advisor, focused on wealth and protection.
• Act as a first point of escalation for more junior team members, offering guidance and practical solutions.
• Oversee and support a Financial Planning Assistant directly, ensuring quality and efficiency in workflow.
• Assist in the training and development of new or less experienced colleagues, supporting a culture of continual improvement
• Work closely with colleagues across the wider advice and paraplanning teams to ensure seamless client service
• Manage tasks efficiently within internal CRM.
• Handle complex administrative and technical queries with professionalism and attention to detail.

You will have

• Either a CF1 qualification plus one other CF module with a minimum of 5 years' industry experience, OR 10+ years' experience within the financial services sector (IFA background preferred)
• Strong working knowledge across a wide range of financial products
• Proven ability to support senior advisers and act as a trusted escalation point
• Confident communication skills with a collaborative, proactive approach
• Experience mentoring or training others - or clear motivation to progress into a management role
• Excellent organisation, attention to detail, and ability to work to deadlines
• Experience using Intelligent Office (IO) strongly preferred.

The package

Salary £32,000 - £35,500 DOE (some flexibility for the right candidate). Full-time preferred, though 4 days per week may be considered DOE (must be office-based on working days). Supportive, team-focused culture with clear opportunities to develop and progress should this be desired. Direct collaboration with senior leadership and a broad range of financial planning work. Located in Norwich, a modern office environment, easily accessible via public transport.

How to apply

To hear more details about this fantastic opportunity, please email your CV to Ruth Harding - Business Director at rthirteen recruitment. If you don't hear from us within 5 working days upon initial submittal of your CV, please assume you have been unsuccessful.